Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Balanced Index Inv Vanguard 0 in their Schedule of Assets, totaling $28.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MURFIN, INC. MURFIN, INC., RETIREMENT PLAN | WICHITA KS | 1,334 | $124.1M | $15.0M |
| 2 | USOH 401K, LLC U.S. OCCMED HOLDINGS, LLC 401(K) PLAN | LIVINGSTON TX | 789 | $37.2M | $2.0M |
| 3 | NAME BRANDS, INC. NAME BRANDS, INC EMPLOYEES PROFIT SHARING PLAN |
TULSA OK |
| 169 |
| $25.0M |
| $1.6M |
| 4 | RICHARD E. PIERSON CONSTRUCTION CO., INC. RICHARD E PIERSON CONSTRUCTION CO INC 401K PL | PILESGROVE NJ | 541 | $24.0M | $1.4M |
| 5 | STATACORP LLC STATACORP LLC 401(K) PLAN | COLLEGE STATION TX | 148 | $43.0M | $1.3M |
| 6 | REAL-TIME INNOVATIONS, INC. REAL-TIME INNOVATIONS, INC. 401(K) PLAN | SUNNYVALE CA | 170 | $46.9M | $1.1M |
| 7 | THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA 401(K) PLAN | PHILADELPHIA PA | 69 | $16.5M | $938K |
| 8 | TRILLIUM MANAGEMENT, LLC TRILLIUM 401(K) PLAN | NEW YORK NY | 101 | $26.0M | $823K |
| 9 | MINUTEMAN SECURITY TECHNOLOGIES, INC. MINUTEMEN SECURITY TECHNOLOGIES RETIREMENT PLAN | ANDOVER MA | 332 | $14.8M | $551K |
| 10 | IMAGINATION STATION, INC AMIRA LEARNING, INC 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 195 | $21.5M | $542K |
